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The Fed Shakeup That Sets Off Bitcoin’s Biggest Rally Ever!
Bitcoin may be entering one of the most important macro setups in its history as AI disruption, Fed policy, negative real rates, liquidity, and a potential Bitcoin supply shock collide. This episode breaks down why the next Fed chair, Kevin Warsh, may be trapped by inflation, labor weakness, and artificial intelligence, and why capital flows could increasingly move toward Bitcoin as the only scarce asset AI cannot replicate or dilute.
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CHAPTERS:
00:00 Inevitability and Regime Shift
00:50 Fed Handoff Countdown
01:24 AI Drives Bitcoin Thesis
04:30 Powell Exit and Fed Fractures
05:35 Warsh AI Deflation Framing
07:23 Dual Mandate Forces Easing
11:06 Liquidity Routes Around QT
11:55 Negative Real Yields Signal
13:51 AI Eats SaaS Collateral
15:07 Saylor Supply Shock Case
16:47 All Threads Converge
18:12 Final Questions and Outro
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DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.
Copyright Disclaimer Under section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, education, and research. If you are or represent the copyright owner of materials used in this video and have a problem using said material, please contact Simply Bitcoin.
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